Note: The job is a remote job and is open to candidates in USA. Manning & Napier is a financial advisory firm seeking a Financial Advisor to collaborate with clients and develop new relationships. The role involves providing investment services, maintaining client relationships, and promoting advisory capabilities to grow the client base.

Responsibilities

• Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
• Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
• Work with the advisory team to implement investment plans and coordinate adjustments
• Monitor client investment portfolios and performance
• Communicate insights for clients regarding essential contributors and detractors
• Advise high net worth clients as needed and consult mid-market institutional clients
• Coordinate the creation of detailed wealth management plans for individuals
• Organize the creation consulting reports for institutions
• Help present plans to clients effectively and clearly
• Actively seek new business opportunities
• Develop essential knowledge of our financial planning software and technology
• Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
• Participate in regular internal meetings
• Work on a schedule that best suits client needs

Skills

• Bachelor's degree or higher
• 5+ years' relevant experience
• Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
• Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
• A proven record of achieving new business a plus

Benefits

• Health, dental & vision insurance
• Employer HSA contribution
• Opt out credit
• 401k employer match
• Paid volunteer days
• Gym reimbursement
• Free access to a Workplace Financial Advisor

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